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FXAIX vs LMPIX
FXAIX vs LMPIX Comparison
Open Charts FXAIX vs LMPIX
ClearBridge Appreciation FI
Price$35.87
Change-$3.89 (-9.78%)
VolumeN/A
Net Assets9.63B
FXAIX vs LMPIX Comparison Chart in %
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FXAIX vs. LMPIX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Buy and LMPIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. LMPIX (9.63B). FXAIX pays higher dividends than LMPIX: FXAIX (1.10) vs LMPIX (0.09). FXAIX was incepted earlier than LMPIX: FXAIX (15 years) vs LMPIX (17 years). LMPIX (1.00) is less costly to investors than FXAIX (0.01). LMPIX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (3.00). FXAIX (0) and LMPIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. LMPIX (-0.16). FXAIX return over 5 years is better than : 93.74 vs. LMPIX (23.88).
| FXAIX | LMPIX | FXAIX / LMPIX | |
| Total Expense Ratio | 0.01 | 1.00 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.00 | 2% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 1.998 | 1.730 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 9.63B | 7,820% |
| Annual Yield % from dividends | 1.10 | 0.09 | 1,252% |
| Returns for 1 year | 17.83 | -0.16 | -11,060% |
| Returns for 3 years | 75.94 | 28.60 | 266% |
| Returns for 5 years | 93.74 | 23.88 | 393% |
| Returns for 10 years | 310.97 | 100.51 | 309% |
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